About Us

At Visory, we are on a mission to transform the financial back office into business intelligence. Our platform connects businesses to expert talent and provides them with the tools and insights they need to thrive, ensuring that every small and medium-sized enterprise (SME) has access to the power of vision, enabling them to make informed decisions and drive their business forward.

Since our launch in early 2020, we've been revolutionising how businesses handle their financial management with our team of driven and talented individuals across finance, customer success, product, and engineering. Our diverse and geographically distributed team upholds the highest standards, thriving in a fast-paced, challenging environment with an unrelenting passion for customers and technology.

We value a product-first mindset—one that is not bound by limits and allows us to seek opportunities where others don’t.

The Opportunity 

We are seeking a passionate Client Relationship Manager with a bookkeeping or accounting background, ideally CA qualified, to join Visory. In this role, you'll focus on managing relationships with our small to medium business customers, ensuring their satisfaction and fostering account growth.

As a Client Relationship Manager, you’ll oversee the entire customer journey—from successful onboarding to ongoing account management. You’ll collaborate with internal teams to ensure new service and workflow requests are fulfilled promptly, and proactively seek opportunities to add value. Your role will involve regular engagement with business owners to align our services with their goals, while also educating them on platform utilisation. Additionally, you’ll serve as a key advocate for customer needs, providing insights that help shape the Product roadmap and ensuring customers receive the training they need for continued success with Visory.

We're looking for someone who:

• Detailed exposure to Accounting practices throughout their career and is looking for an exciting career change working with a Tech-led startup
• Has a demonstrated history of success in roles such as customer success, account management, project management, consulting, or sales
• Comes from a technical background, with previous experience and qualifications in accounting and has the ability to communicate complex technical information in a digestible format to a wide range of stakeholders
• Has the ability to understand the technical requirements of the customer and work closely with cross-functional teams to implement solutions
• Is commercially minded with an ability to identify growth opportunities
• Has proficiency in data analysis and an ability to understand its impact on the customer journey
• Holds excellent verbal and written communication skills
• Is highly organised with an ability to manage deadlines and competing priorities

On an average day, you can expect to:

• Collaborate with internal stakeholders to drive the customer onboarding to a successful conclusion and reduce time to value
• Meet with business owners in line with regular account management structures and ensure Visory’s service is helping them to progress towards their business objectives
• Identify and address risks promptly, ensuring issues are escalated to the Quality team to rectify and outcomes for customers are achieved
• Keep customer documentation up to date based on dynamic customer needs

On an ongoing basis, you will:

• Ensure new service and workflow requests are captured and fulfilled in a timely manner.
• Work closely with Marketplace Quality teams to ensure technical customer requirements are met.
  
• Communicate common customer behaviours to the sales, marketing and platform teams
• Look for opportunities to add value and proactively contact customers to discuss
• Develop and execute on Account management plans for each customer

What you might love about working at Visory: 

• A flexible working environment, whether it’s picking up the kids from school or taking some time to enjoy the mid-day sunshine.
• High autonomy where you determine how you help us achieve our goals
• Remote hybrid: Embrace the best of both worlds with our Remote Hybrid Working Arrangement. This role offers the flexibility to work from home while also providing opportunities to collaborate in person at our office (1-2 days per week). You'll enjoy the autonomy of remote work, balanced with the benefits of face-to-face interactions, ensuring seamless teamwork and strong connections with colleagues. This arrangement is designed to support your productivity, work-life balance, and professional growth in a dynamic and flexible environment.

What to consider before applying: 

• We’re a start-up that is growing very quickly 
• At times, we are building the bike while riding it 
• We work hard and strive for excellence 
• We strongly believe in having a growth mindset and doing hard things 
• We won’t handhold you - We have a highly autonomous environment. However, this doesn’t mean we don’t work as a team 
• We offer unvarnished honesty and love continuous feedback.  

 www.visory.com.au